Strategic Financial Partners, Ltd. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q4 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 335,770 shares of SPDW stock, worth $12.2 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

335,770

Previous 320,093 4.9%

Holding current value

$12.2 Million

Previous $12 Million 4.68%

% of portfolio

5.88%

Previous 6.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$34.13 - $37.35 $535,056 - $585,535	15,677 Added 4.9%	335,770 $11.5 Million
Q3 2024 Oct 28, 2024	SELL	$33.74 - $37.96 $2.67 Million - $3.01 Million	-79,241 Reduced 19.84%	320,093 $12 Million
Q2 2024 Jul 24, 2024	BUY	$34.2 - $36.64 $269,017 - $288,210	7,866 Added 2.01%	399,334 $14 Million
Q1 2024 Jul 10, 2024	SELL	$32.85 - $35.9 $3.33 Million - $3.64 Million	-101,433 Reduced 20.58%	391,468 $14 Million
Q4 2023 Jul 10, 2024	BUY	$29.46 - $34.07 $2.98 Million - $3.45 Million	101,230 Added 25.85%	492,901 $16.8 Million
Q3 2023 Jul 10, 2024	SELL	$30.88 - $33.58 $5.75 Million - $6.25 Million	-186,218 Reduced 32.22%	391,671 $12.1 Million
Q2 2023 Jul 10, 2024	BUY	$31.7 - $33.66 $6.72 Million - $7.14 Million	211,998 Added 57.94%	577,889 $18.8 Million
Q1 2023 Jul 10, 2024	BUY	$29.83 - $32.71 $1.46 Million - $1.6 Million	48,943 Added 15.44%	365,891 $11.8 Million
Q4 2022 Jul 10, 2024	BUY	$25.7 - $31.02 $338,314 - $408,347	13,164 Added 4.33%	316,948 $9.41 Million
Q3 2022 Jul 10, 2024	SELL	$25.67 - $30.93 $2.53 Million - $3.05 Million	-98,679 Reduced 24.52%	303,784 $7.84 Million
Q2 2022 Jul 10, 2024	SELL	$28.57 - $34.74 $114,965 - $139,793	-4,024 Reduced 0.99%	402,463 $11.6 Million
Q1 2022 Jul 10, 2024	SELL	$31.42 - $36.91 $9.87 Million - $11.6 Million	-314,026 Reduced 43.58%	406,487 $13.9 Million
Q4 2021 Jul 09, 2024	BUY	$35.28 - $37.98 $4.71 Million - $5.07 Million	133,438 Added 22.73%	720,513 $26.3 Million
Q3 2021 Jul 09, 2024	BUY	$35.68 - $38.17 $792,488 - $847,793	22,211 Added 3.93%	587,075 $21.3 Million
Q2 2021 Jul 09, 2024	BUY	$35.87 - $38.34 $2.73 Million - $2.92 Million	76,116 Added 15.57%	564,864 $20.8 Million
Q1 2021 Jul 09, 2024	BUY	$33.6 - $35.9 $2.36 Million - $2.52 Million	70,106 Added 16.75%	488,748 $17.3 Million
Q4 2020 Jul 09, 2024	BUY	$28.3 - $34.03 $6.04 Million - $7.26 Million	213,348 Added 103.92%	418,642 $14.1 Million
Q3 2020 Jul 09, 2024	SELL	$27.73 - $30.19 $1.29 Million - $1.4 Million	-46,515 Reduced 18.47%	205,294 $6.01 Million
Q2 2020 Jul 09, 2024	SELL	$22.87 - $29.3 $879,534 - $1.13 Million	-38,458 Reduced 13.25%	251,809 $6.96 Million
Q1 2020 Jul 09, 2024	SELL	$20.71 - $31.78 $1.72 Million - $2.64 Million	-83,100 Reduced 22.26%	290,267 $6.95 Million
Q4 2019 Jul 08, 2024	BUY	$28.52 - $31.66 $10.6 Million - $11.8 Million	373,367 New	373,367 $11.7 Million

Others Institutions Holding SPDW

# of Institutions

1,039

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

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About SPDR SER TR FDS SPDR PORTFOLIO

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Strategic Financial Partners, Ltd. Spdr Ser Tr Fds Spdr Portfolio Transaction History